Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,579 | $154,159-40.6% | $130,026-29.6% | $139,456-34.3% |
| Participation rate | 56.3% | 82.0%-25.7pp | 78.5%-22.2pp | 80.3%-24.1pp |
| Annual return | 16.33% | 32.50%-16.2pp | -137.26%+153.6pp | 373.45%-357.1pp |
| Employer contribution / active EE | $1,980 | $5,292-62.6% | $4,321-54.2% | $4,753-58.3% |
| Participant deferral / active EE | $6,430 | $6,710-4.2% | $5,821+10.5% | $6,711-4.2% |
| Admin fee / account holder | $1,934 | $14,001-86.2% | $10,608-81.8% | $11,407-83.0% |